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Sumitomo Mitsui Financial

395 hedge funds and large institutions have $1.89B invested in Sumitomo Mitsui Financial in 2025 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 172 increasing their positions, 103 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,348% more call options, than puts

Call options by funds: $52.8M | Put options by funds: $321K

97% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 31

67% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 103

7% more funds holding

Funds holding: 370395 (+25)

5% more capital invested

Capital invested by funds: $1.8B → $1.89B (+$92.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.08% less ownership

Funds ownership: 1.84%1.76% (-0.08%)

Holders
395
Holders Change
+25
Holders Change %
+6.76%
% of All Funds
5.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
61
Increased
172
Reduced
103
Closed
31
Calls
$52.8M
Puts
$321K
Net Calls
+$52.5M
Net Calls Change
+$3.87M
Name Holding Trade Value Shares
Change
Change in
Stake
NS
301
NBC Securities
Alabama
$46.4K +$13.2K +823 +42%
Bessemer Group
302
Bessemer Group
New Jersey
$46K +$14.9K +932 +51%
CIBC Private Wealth Group
303
CIBC Private Wealth Group
Georgia
$45.9K -$897 -56 -2%
ZBNA
304
Zions Bancorporation, National Association
Utah
$42.6K -$2.56K -160 -6%
PCM
305
Perritt Capital Management
Illinois
$41.9K
JWA
306
JFS Wealth Advisors
Pennsylvania
$40.4K
FIM
307
FWL Investment Management
Texas
$38.7K +$25K +1,560 +208%
SPIA
308
Steward Partners Investment Advisory
New York
$38.5K -$6.71K -419 -15%
SL
309
Salomon & Ludwin
Virginia
$33.7K +$31.3K +1,955 +2,444%
MCM
310
MAI Capital Management
Ohio
$32.5K -$150K -9,370 -83%
CIAM
311
Caitong International Asset Management
Hong Kong
$32.1K +$21.3K +1,329 +225%
JWM
312
JPL Wealth Management
Colorado
$31.8K +$30.4K +1,899 New
AA
313
Addison Advisors
Vermont
$31.4K
RA
314
Rise Advisors
New York
$31.2K +$400 +25 +1%
POIA
315
Pin Oak Investment Advisors
Texas
$28.6K +$27.3K +1,706 New
RIL
316
Rothschild Investment LLC
Illinois
$28.2K +$4.45K +278 +20%
TWD
317
True Wealth Design
Ohio
$26.5K +$25.4K +1,584 New
IA
318
IFP Advisors
Florida
$25.4K -$21.1K -1,320 -46%
OP
319
ORG Partners
Indiana
$25.2K
FMP
320
Financial Management Professionals
Texas
$24.4K -$1.1K -69 -5%
CIA
321
Cape Investment Advisory
Georgia
$23.1K -$23.7K -1,478 -52%
PTC
322
Private Trust Company
Ohio
$22.2K -$14.1K -880 -40%
APW
323
Aventura Private Wealth
Florida
$20K
PSFG
324
Park Square Financial Group
Georgia
$17.3K -$21.6K -1,350 -57%
GKIM
325
GW&K Investment Management
Massachusetts
$16K

SMFG Hedge Fund Activity: Q3 2025 in Review

395 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2025, worth a combined $1.89B — up 5.1% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SMFG positions and 31 closed out — a net gain of 30 holders — while 172 added to existing stakes and 103 trimmed.

The largest buyer was Toronto Dominion Bank, opening a new position worth an estimated $21.9M. The largest seller was Morgan Stanley, cutting an estimated $162M.

  • 395 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2025, up from 370 in Q2 2025.
  • Funds reported $1.89B of Sumitomo Mitsui Financial stock for Q3 2025, up 5.1% quarter-over-quarter.
  • 61 funds opened new Sumitomo Mitsui Financial positions in Q3 2025 and 31 closed out, a net change of +30 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2025 was Toronto Dominion Bank, an estimated $21.9M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2025 was Morgan Stanley, an estimated $162M sold.

Based on aggregated 13F filings for Q3 2025.